CIK: 0001564702
申告総資産額
$16.9億
上位200銘柄を表示中（全446銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LIN | Linde plc | 株式-素材 | 2.75% | — | — | |
| 2 | RACE | Ferrari N.V. | 株式-一般消費財 | 2.11% | — | +247.68% | |
| 3 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.06% | — | -62.08% | |
| 4 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.95% | — | -0.01% | |
| 5 | HUM | Humana INC | 株式-ヘルスケア | 1.67% | +0.62% | -0.01% | |
| 6 | EOG | Eog Resources INC | 株式-エネルギー | 1.66% | — | +31.56% | |
| 7 | CGNX | Cognex CORP | 株式-IT | 1.38% | — | -0.00% | |
| 8 | HLF | Herbalife Ltd. | 株式-その他 | 1.23% | — | +11.40% | |
| 9 | EBAY | Ebay INC | 株式-一般消費財 | 1.22% | — | -8.96% | |
| 10 | TEAM | Atlassian Corporation | 株式-IT | 1.13% | — | -21.29% | |
| 11 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.97% | — | -2.58% | |
| 12 | TDY | Teledyne Technologies INC | 株式-IT | 0.94% | — | — | |
| 13 | CRL | Charles River Laboratories | 株式-ヘルスケア | 0.86% | — | -8.47% | |
| 14 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.80% | — | -41.11% | |
| 15 | ZEN1EUR | Zendesk INC | 株式-その他 | 0.80% | — | -26.88% | |
| 16 | CME | Cme Group INC | 株式-金融 | 0.75% | — | — | |
| 17 | MA | Mastercard INC - A | 株式-金融 | 0.71% | — | +0.02% | |
| 18 | OLLI | Ollie's Bargain Outlet Holdi | 株式-生活必需品 | 0.70% | — | +41.09% | |
| 19 | HFCUSD | Hollyfrontier CORP | 株式-その他 | 0.68% | — | — | |
| 20 | HUBS | Hubspot INC | 株式-IT | 0.67% | — | +19.20% | |
| 21 | TRU | Transunion | 株式-金融 | 0.66% | -0.42% | — | |
| 22 | TER | Teradyne INC | 株式-IT | 0.66% | — | -22.31% | |
| 23 | MRO* | Marathon Oil CORP | 株式-その他 | 0.66% | — | +30.24% | |
| 24 | DBX | Dropbox Inc-class A | 株式-IT | 0.64% | — | +50.12% | |
| 25 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.63% | — | +0.07% | |
| 26 | AIG | American International Group | 株式-金融 | 0.61% | — | -4.24% | |
| 27 | UAA | Under Armour Inc-class A | 株式-一般消費財 | 0.61% | — | +31.18% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.60% | — | +0.02% | |
| 29 | DHI | Dr Horton INC | 株式-一般消費財 | 0.60% | — | — | |
| 30 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.60% | — | -0.01% | |
| 31 | A | Agilent Technologies INC | 株式-ヘルスケア | 0.60% | — | +0.01% | |
| 32 | PH | Parker Hannifin CORP | 株式-資本財 | 0.60% | — | — | |
| 33 | RMD | Resmed INC | 株式-ヘルスケア | 0.60% | — | -6.42% | |
| 34 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.59% | — | +0.04% | |
| 35 | BIIB | Biogen INC | 株式-ヘルスケア | 0.59% | — | — | |
| 36 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.58% | — | +0.02% | |
| 37 | COP | Conocophillips | 株式-エネルギー | 0.58% | — | — | |
| 38 | ALNY | Alnylam Pharmaceuticals INC | 株式-ヘルスケア | 0.58% | — | -12.02% | |
| 39 | P | Everpure Inc-a | 株式-IT | 0.58% | — | -5.31% | |
| 40 | COUPEUR | Coupa Software INC | 株式-その他 | 0.58% | — | -0.61% | |
| 41 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.57% | — | +0.00% | |
| 42 | ✓ | Mylan N V | 株式-その他 | 0.57% | — | -22.64% | |
| 43 | FTI | TechnipFMC plc | 株式-エネルギー | 0.57% | — | — | |
| 44 | WAT | Waters CORP | 株式-ヘルスケア | 0.57% | — | +256.70% | |
| 45 | AZO | Autozone INC | 株式-一般消費財 | 0.57% | — | -32.25% | |
| 46 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.57% | — | +22.84% | |
| 47 | VLO | Valero Energy CORP | 株式-エネルギー | 0.57% | — | — | |
| 48 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.56% | — | +0.03% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.56% | — | — | |
| 50 | STNE | StoneCo Ltd. | 株式-その他 | 0.56% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | RACE | Ferrari N.V. | +1.5% | +247.68% | 増加 |
| 2 | WAT | Waters CORP | +0.4% | +256.70% | 増加 |
| 3 | GM | General Motors Co | +0.4% | +297.68% | 増加 |
| 4 | SIRIEUR | Sirius Xm Holdings INC | +0.4% | +391.14% | 増加 |
| 5 | AZO | Autozone INC | -0.3% | -32.25% | 減少 |
| 6 | TEAM | Atlassian Corporation | -0.4% | -21.29% | 減少 |
| 7 | ROKU | Roku INC | -0.4% | -53.26% | 減少 |
| 8 | GPN | Global Payments INC | -0.5% | -75.67% | 減少 |
| 9 | ZEN1EUR | Zendesk INC | -0.5% | -26.88% | 減少 |
| 10 | DXCM | Dexcom INC | -0.6% | -41.11% | 減少 |
| 11 | ABBV | Abbvie INC | -3.1% | -62.08% | 減少 |
| 12 | LIN | Linde plc | — | NEW | 新規購入 |
| 13 | MTD | Mettler-toledo International | — | EXIT | 全売却 |
| 14 | ADSK | Autodesk INC | — | EXIT | 全売却 |
| 15 | BMRN | Biomarin Pharmaceutical INC | — | EXIT | 全売却 |
| 16 | TRMB | Trimble INC | — | EXIT | 全売却 |
| 17 | HFCUSD | Hollyfrontier CORP | — | NEW | 新規購入 |
| 18 | PEP | Pepsico INC | — | EXIT | 全売却 |
| 19 | CIEN | Ciena CORP | — | EXIT | 全売却 |
| 20 | ALXN | Alexion Pharmaceuticals INC | — | EXIT | 全売却 |
| 21 | VMWEUR | Vmware Inc-class A | — | EXIT | 全売却 |
| 22 | DHI | Dr Horton INC | — | NEW | 新規購入 |
| 23 | PH | Parker Hannifin CORP | — | NEW | 新規購入 |
| 24 | COP | Conocophillips | — | NEW | 新規購入 |
| 25 | PAYX | Paychex INC | — | EXIT | 全売却 |
| 26 | CMG | Chipotle Mexican Grill INC | — | EXIT | 全売却 |
| 27 | FTI | TechnipFMC plc | — | NEW | 新規購入 |
| 28 | VLO | Valero Energy CORP | — | NEW | 新規購入 |
| 29 | PFE | Pfizer INC | — | NEW | 新規購入 |
| 30 | STNE | StoneCo Ltd. | — | NEW | 新規購入 |
| 31 | SIVBEUR | Svb Financial Group | — | NEW | 新規購入 |
| 32 | KMX | Carmax INC | — | NEW | 新規購入 |
| 33 | ETRA | E*trade Financial CORP | — | EXIT | 全売却 |
| 34 | TOL | Toll Brothers INC | — | NEW | 新規購入 |
| 35 | PAGS | PagSeguro Digital Ltd. | — | NEW | 新規購入 |
| 36 | HTZ-WEUR | Hertz Global Holdings INC | — | NEW | 新規購入 |
| 37 | AAP | Advance Auto Parts INC | — | EXIT | 全売却 |
| 38 | NBIS | Nebius Group NV | — | NEW | 新規購入 |
| 39 | AVLRUSD | Avalara INC | — | NEW | 新規購入 |
| 40 | PEN | Penumbra INC | — | NEW | 新規購入 |
| 41 | RHI | Robert Half INC | — | EXIT | 全売却 |
| 42 | VEEV | Veeva Systems Inc-class A | — | NEW | 新規購入 |
| 43 | JAZZ | Jazz Pharmaceuticals plc | — | NEW | 新規購入 |
| 44 | FEYECHF | Mandiant INC | — | EXIT | 全売却 |
| 45 | BAH | Booz Allen Hamilton Holdings | — | NEW | 新規購入 |
| 46 | TYL | Tyler Technologies INC | — | NEW | 新規購入 |
| 47 | ACIA | Acacia Communications INC | — | EXIT | 全売却 |
| 48 | GH | Guardant Health INC | — | NEW | 新規購入 |
| 49 | AXON | Axon Enterprise INC | — | EXIT | 全売却 |
| 50 | AIT | Applied Industrial Tech INC | — | NEW | 新規購入 |